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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Tuesday 10 March 2026
Zhen Ding posts slight 4% revenue drop in February amid strong AI demand
Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million),...
Tuesday 10 March 2026
Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says
Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea...
Tuesday 10 March 2026
HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies
Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply...
Tuesday 10 March 2026
HPE beats earnings expectations as networking strength offsets cloud softness
Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...
Tuesday 10 March 2026
Moxa eyes Middle East market growth amid energy and AI infrastructure demand
Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region...
Tuesday 10 March 2026
Quanta AI server surge cuts notebook revenue share below 20%

Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

Tuesday 10 March 2026
Phison says NAND prices jumped 50% overnight as supply crunch continues
NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.
Monday 9 March 2026
IEI Integration sees profit squeeze but expects recovery in 2026
IEI Integration faced pressure on revenue and profits throughout 2025, with a further decline recorded in February 2026, citing geopolitical tensions, material shortages, tariffs,...
Monday 9 March 2026
US and Finland lead bids for Taiwan's quantum hybrid computing system
The Taiwanese government has decided to advance its second-phase quantum computing program. It will build a high-power quantum computing (HPQC) heterogeneous hybrid computing system...
Monday 9 March 2026
Taiwan server makers race to add quantum capabilities to protect future orders

AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....

Monday 9 March 2026
Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...
Monday 9 March 2026
Micron: LPDRAM server demand to outpace market; Taiwan key production base
The rapid expansion of generative artificial intelligence (AI) and large language models (LLMs) is driving a new phase of transformation in data center memory architecture, according...
Monday 9 March 2026
OpenAI, Oracle rethink Texas expansion, though Stargate buildout continues
OpenAI and Oracle's decision to drop a planned expansion at their flagship Texas AI campus highlights the shifting economics and technology cycles of large-scale AI infrastructure...
Monday 9 March 2026
Taiwan stands firm on US investment commitments, pursuing strategic high-tech partnership amid legal shifts
Taiwan's tariff negotiations with the US initially yielded relatively favorable terms, bringing Taiwan's export tariffs in line with those of Japan and South Korea. However, a recent...
Sunday 8 March 2026
Applied Materials VP warns AI growth may hit energy, not chip limits
AI is rapidly driving global computing demand and accelerating semiconductor industry growth. Applied Materials vice president Erix Yu expects the semiconductor market to reach US$1...